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ERISA Scout analyzes public regulatory filings to identify retirement plans that are likely to change advisors soon by detecting warning signs such as advisor turnover, fee increases, significant distributions, and compliance issues. Its key features include data ingestion from Form 5500 filings, advanced algorithms that detect churn signals, and a prioritized list of high-potential leads, enabling financial advisors, retirement planners, and independent consultants to proactively target under-served plans and win new business efficiently.

ERISA Scout can be found in Financial Planning & Budgeting Tools, Enterprise Resource Planning categories.